GWSG

GPS Wealth Strategies Group Portfolio holdings

AUM $947M
1-Year Est. Return 26.35%
This Quarter Est. Return
1 Year Est. Return
+26.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,195
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.39M
3
+$2.86M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.47M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.22M

Top Sells

1
+$9.43M
2
+$3.11M
3
+$2.05M
4
GRMN icon
Garmin
GRMN
+$1.53M
5
KMB icon
Kimberly-Clark
KMB
+$1.29M

Sector Composition

1 Technology 19.79%
2 Consumer Discretionary 7.69%
3 Financials 5.01%
4 Consumer Staples 4.48%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
+33
927
$3K ﹤0.01%
88
928
$3K ﹤0.01%
+77
929
$3K ﹤0.01%
47
930
$3K ﹤0.01%
28
931
$3K ﹤0.01%
18
+9
932
$3K ﹤0.01%
50
933
$3K ﹤0.01%
195
934
$3K ﹤0.01%
66
935
$3K ﹤0.01%
45
936
$3K ﹤0.01%
78
+39
937
$3K ﹤0.01%
500
938
$3K ﹤0.01%
52
939
$3K ﹤0.01%
+85
940
$3K ﹤0.01%
22
941
$3K ﹤0.01%
128
942
$3K ﹤0.01%
215
943
$3K ﹤0.01%
15
944
$3K ﹤0.01%
841
+15
945
$3K ﹤0.01%
46
946
$3K ﹤0.01%
+26
947
$3K ﹤0.01%
275
948
$3K ﹤0.01%
65
949
$3K ﹤0.01%
+56
950
$3K ﹤0.01%
60
36 37
38
39 40